VC10X - Investing, Asset Management, Venture Capital, Private Equity, Family Office
VC10X - Investing in vertical AI startups - Kevin Jiang, Co-founder, Mangusta Capital
Jan 14, 2025
Kevin Jiang, Co-founder and Managing Partner at Mangusta Capital, shares his journey from the Softbank Vision Fund to launching a VC firm focused on vertical AI startups. He discusses the transformational impact of AI across various industries and its potential to reshape productivity. Kevin also explores the nuanced relationship between AI and knowledge workers, emphasizing that creativity remains a vital human asset. He outlines the key traits that successful founders possess and underscores the importance of strategic networking in attracting substantial investments.
53:02
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Quick takeaways
- Investing in vertical AI startups focuses on industry-specific solutions that offer agile, capital-light growth potential beyond commoditized hardware.
- Building strong connections in the investment ecosystem, such as partnering with influential families, creates significant funding opportunities and insights.
Deep dives
Importance of Valuation in Investing
Valuation plays a crucial role in investment decisions, as it helps investors assess the potential of startups. The focus should be on finding opportunities where the market has undervalued a company or its founder, revealing hidden potential. By being valuation-conscious, investors can avoid overpaying for their investments and ensure a better chance of achieving returns. This perspective extends to evaluating the success of management teams and their ability to execute their vision, emphasizing the importance of robust foundational analysis.
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